ST. GEORGE & TEJERA P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ST. GEORGE & TEJERA PROFIT SHARING PLAN
401k plan membership statisitcs for ST. GEORGE & TEJERA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2012: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : ST. GEORGE & TEJERA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $24,400 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,763 |
| Total plan assets at end of year | 2012-12-31 | $439,028 |
| Total plan assets at beginning of year | 2012-12-31 | $418,391 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $62,450 |
| Other income received | 2012-12-31 | $24,400 |
| Net income (gross income less expenses) | 2012-12-31 | $20,637 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $439,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $418,391 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,763 |
| 2011 : ST. GEORGE & TEJERA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $17,587 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,570 |
| Total plan assets at end of year | 2011-12-31 | $418,391 |
| Total plan assets at beginning of year | 2011-12-31 | $404,374 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $47,932 |
| Other income received | 2011-12-31 | $17,587 |
| Net income (gross income less expenses) | 2011-12-31 | $14,017 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $418,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $404,374 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,570 |
| 2010 : ST. GEORGE & TEJERA PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $48,650 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,225 |
| Total plan assets at end of year | 2010-12-31 | $404,374 |
| Total plan assets at beginning of year | 2010-12-31 | $358,949 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $47,009 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $869 |
| Other income received | 2010-12-31 | $48,650 |
| Net income (gross income less expenses) | 2010-12-31 | $45,425 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $404,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $358,949 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,356 |
| 2012: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ST. GEORGE & TEJERA PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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